Wild Card Questions
I need advise on how best to protect some funds after a security breach and in the future
In comparing Zander to LifeLock, I read that these are the only 2 companies whose polices include reimbursement of any..
Selling vs. transferring stock
I would like to gift my family member $10,000 from a stock I hold. I am not sure if it..
Tax losses
What are your thoughts on the Tax Loss Harvesting System?
Financial info for an 18 year old
I am looking for information for a college sophomore who wants to know more about retirement savings options and employee..
Investments for grandchildren
My husband and I have 11 grandchildren We would like to open some kind of account for them as a..
Divorce
67 yr old female. Newly(today) divorced -26 yr marriage. I need a financial advisor that won’t break the bank. Can..
CD WITH TRUST AS BENIFICIARY
IS IT ADVISABLE TO NAME YOUR REVOCABLE LIVING TRUST AS BENIFICIARY OF YOUR CDS IF YOU DO , MAY YOU..
Buying a car /mortgage loan
Should I payoff a mortgage loan of 39,000 or pay in full buying a car for 45,000. Mortgage rate 5.89%.
Refinance car loan
I just bought a two thousand twenty two chevy and late december last year. Will a p r be going..
Deceased fathers beneficiary who got scammed by lawyers at his probate court
I was curious as to how fraudulent schemes by lawyers in my fathers deceased probate / estate case works ?..
Selling house in México and transfer money to USA
Hi Terry, my mom is 80 yrs old living with me in Illinois, she is selling her house in Mexico,..
Neighbor Medicare/ nursing home bad choice
Hi Terry , I sent you a question last week and I did not hear back…it was concerning my next-door..
Gold Market
I have a distant friend that insists I invest money in the Gold Market. She supposedly knows a great deal..
Savings bonds
My granddaughter first birthday is coming up. What saving bonds should l be buying?
Funds were scammed. FBI??
We were scammed out of a decent amount of money by 2 people working as a team, unbeknown to us...
Observation vs admitted — True Story
Hi Terry, I sent you a note before but I don’t think it went through. I’m inquiring about my next-door..
Charitable Contribution of RMD
Thanks for your quick response! Followup: how do I know if my church is a qualified charitable organization?
Charitable Contribution of RMD
Will direct donation of a portion of my RMD to my church reduce the tax I pay?
Personal Financial organizer form
Were can I find this form on line? THANK You
IRS Tax Advocate
Thank you for mentioning the IRS tax advocates on WGN with John Williams. They helped us retrieve the 3 stimulus..